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Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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The Heathrow, Florida office is located 13 miles north of downtown Orlando and is composed of more than 20 Financial Advisors serving high net worth individuals. At the heart of our philosophy is a desire to build enduring client relationships. We follow a comprehensive wealth management process whereby our Financial Advisors begin by taking the time to understand what is most important to you, your family and your business. We help you establish goals and objectives and then implement individual investment strategies to solve specific challenges. Our strategies employ best practice asset allocation including a completely open-architecture for choosing investments and investment managers. Monitoring your progress toward your goals is just as important to us as setting them. Our Client Review Center actively tracks client's performance in order for our FA's to hold regular reviews with their clients to discuss progress. Through our office, business owners can take advantage of our recommendations from business specialists. These individuals advise our Financial Advisors and their clients on business financing, cash management, capital expansion, as well as succession planning, the private sale of businesses and group benefit plans.


Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.


Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.


Client Commitment

As a Merrill Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill's tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Lisa D Batcho

Vice President

Senior Financial Advisor


Jesse Anderson

Senior Vice President

Wealth Management Advisor


Stanley W Sargent

Vice President

Financial Advisor


Jon Veneziano

Senior Vice President

Senior Financial Advisor

James R Wright

Vice President

Senior Resident Director

Joseph J Svetics

Vice President

Senior Consultant


Christopher McKelvey

Vice President

Senior Financial Advisor

Carol E Thomas

Vice President

Senior Financial Advisor


Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.


No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Wealth Managment Advisor, you should consider the opportunity to become one yourself.

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Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.

Access to Resources

Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.

Grow & Learn

Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management